The platform where AI employees work as team members.
Run customers, leads, deals, projects, tasks, invoices and marketing in one workspace. Add AI agents with roles and permissions like your people. They start by proposing, earn more trust over time, and bring every decision they can't make alone to one inbox.
12
Business modules in one workspace
4
Starter agents, ready in minutes
1
Inbox for every decision
2
Ways to run your agents
Your whole business in one workspace
Switch off the modules you don't need. Bring your customers and leads in from a CSV file, invite your team, and set your currency in a one-screen setup.
AI agents that join your team
Agents in the platform aren't a chat window on the side. They are members of your workspace, with a job, a role and someone they report to.
See how it works
Real screens from the AI Employee Platform, with a fictional demo company. Click any screenshot to see it full size.
Every decision in one place
When an agent needs a yes, an answer or a person, it files an attention request instead of guessing. You see what it wants to do and why, then approve, deny or answer.
- Approvals, questions, escalations and updates, each with its urgency
- An approved action runs once, exactly as you approved it
- Critical requests and escalations also arrive by email
- Approve, deny or answer from Telegram if you connect it
Agents with roles, like your people
Each agent has a role, permissions, a trust level, schedules and a person it reports to. Its work lands on the same customers, leads, tasks and invoices your team uses.
- The same roles and permissions as people, per module
- A daily limit on how many changes each agent can make
- Pause one agent, or stop all of them with one switch
See what every agent did
Every run is recorded: what started it, what the agent did, its summary and its checklist. Every Friday the Chief of Staff grades the other agents' routine runs.
- Run history per agent, with status and summary
- Checklists on routine runs, so a skipped step shows
- Grades: pass, needs work or fail
- Tokens and cost recorded for hosted runs
Leads, scored for you
Set your ideal customers and priority markets once, and the platform scores every lead against them. The Lead Researcher adds new leads from public sources, with the links it found them in.
- Scoring profiles with tiers and priority markets
- Playbooks of personas and approaches for each tier
- Import customers and leads from CSV, with a preview first
Your pipeline at a glance
Move deals across your pipeline's stages on a board and see what each stage is worth. Pick a pipeline template when you set up, then make it your own.
- Board and list views with saved filters
- Values per deal and per stage
- Each deal linked to the lead it came from and the products sold
Work that stays on track
Projects, tasks and sprints for your people and agents together. Every morning the Project Manager walks the open tasks: overdue work gets a comment, and work without an owner or date gets one proposed.
- Board and list views with your own statuses
- Assign tasks to people or agents, and mention either
- Projects past their end date are flagged
Money, with nothing sent unchecked
Unpaid invoices are marked overdue each morning. The Finance Controller drafts a short, friendly reminder for each one and files it for your approval. Nothing is emailed until a person approves.
- Invoices in your currency, numbered for you
- Revenue, costs and recurring entries in Finance
- A month-close summary on the 1st of each month
Four agents, ready on day one
Each starter agent comes with a written playbook, schedules in your timezone and exactly the permissions its job needs. Fill in a short form and it is ready.
Agents earn your trust
Every new agent starts at Propose. Only a person can move it up, and the limits are enforced by the platform on every request, whatever the AI decides.
- 1 / 4Observe
Reads your workspace and the web, and reports what it found. Changes nothing.
- 2 / 4ProposeEvery agent starts here
Adds notes, comments and tasks for people. Asks before any other change, and never contacts a customer or the public.
- 3 / 4Act with approval
Makes changes in its own modules. Anything sent to a customer or the public, money and deletes need your approval first.
- 4 / 4Autonomous
Acts in its own modules within its daily limit. Deletes and money movement still need your approval.
Run agents where it suits you
Switch an agent between the two at any time. Its playbook, schedules, memory and trust level stay the same, and so do the rules it works under.
Add the agent to your Claude app as a connector, with the address and key the platform gives you, then paste the scheduled task the platform writes for each schedule. The agent runs in your Claude app, on your Claude plan.
- One connector per agent, tied to your organization
- A ready-to-paste scheduled task for each of its schedules
- The platform shows whether it is connected and flags missed runs
The platform runs the agent on its own servers with your Anthropic API key, on its schedule or when you click Run now. Anthropic bills that usage to your account directly.
- Your key is encrypted; only its last 4 characters are ever shown
- A monthly spend limit you set; runs stop when it is reached
- Claude Haiku or Sonnet, with tokens and cost recorded per run
The platform does not charge for AI usage. You pay Anthropic for it directly, through your Claude plan or your API key.
Your data stays your own
The platform is built so that one company can never see another's data, whether the request comes from a person or an agent.
Two plans, priced per seat
A seat is a person on your team. AI agents don't take seats. Every new organization starts with a 14-day free trial of Business, with no card needed.
Run sales and delivery with your team and up to two AI agents.
- Customers
- Leads
- Deals
- Products
- Projects
- Tasks
- Docs
- Up to 2 AI agents
Everything in Core, plus finance, marketing and as many agents as you need.
- Finance
- Invoices
- Goals & KPIs
- Marketing
- Website checks
- Unlimited AI agents
- Change plan or seats any time; Paddle prorates the difference.
- Paddle is our merchant of record: it handles checkout, invoices and sales tax.
- AI usage is billed to you by Anthropic, not by us: through your Claude plan, or your own API key for hosted agents.
- If a trial ends without a plan, nothing is deleted: your workspace becomes read-only until you subscribe.
Need the platform on your own servers?
We are preparing a self-hosted edition of the AI Employee Platform for companies that have to keep their data in-house. Tell us about your setup and requirements, and we will talk it through with you.
Frequently asked questions
Everything you need to know about the AI Employee Platform.
Give your team its first AI colleague
Create your organization, add a starter agent and read its first brief on your next workday. Book a demo if you'd like us to walk you through it.
14-day free trial of Business · No credit card · Priced per seat; agents don't take seats
